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iShares Semiconductor ETF
SOXX

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
301
RB Capital Management
Nevada
$258K +$36.2K +312 +16%
BAM
302
Belpointe Asset Management
Nevada
$256K -$9.75K -84 -4%
IWA
303
IBEX Wealth Advisors
New Jersey
$254K -$26.8K -231 -10%
GAA
304
Global Assets Advisory
Florida
$249K – – –
WEG
305
World Equity Group
Illinois
$245K -$16K -138 -6%
GVAG
306
Great Valley Advisor Group
Delaware
$244K +$2.44K +21 +1%
HWM
307
HB Wealth Management
Georgia
$244K – – –
DIM
308
Delta Investment Management
California
$241K +$697 +6 +0.3%
BHWM
309
Bay Harbor Wealth Management
Maryland
$241K – – –
BFO
310
Boston Family Office
Massachusetts
$241K +$242K +2,082 New
SWA
311
SOA Wealth Advisors
New York
$237K +$348 +3 +0.1%
AWA
312
Arkadios Wealth Advisors
Georgia
$237K +$7.66K +66 +3%
RW
313
REDW Wealth
New Mexico
$237K +$237K +2,040 New
TAM
314
Tocqueville Asset Management
New York
$236K +$236K +2,031 New
NWMG
315
National Wealth Management Group
Ohio
$234K -$10.1K -87 -4%
MSAM
316
Moloney Securities Asset Management
Missouri
$233K +$10.4K +90 +5%
EWM
317
Executive Wealth Management
Michigan
$232K +$152K +1,308 +189%
AF
318
Apexium Financial
Texas
$232K +$232K +2,001 New
SFI
319
SPC Financial Inc
Maryland
$229K -$23.3K -201 -9%
IWN
320
Independent Wealth Network
Iowa
$222K +$222K +1,914 New
CWM
321
C2C Wealth Management
Arizona
$222K +$348 +3 +0.2%
JIC
322
Johnson Investment Counsel
Ohio
$221K -$23K -198 -9%
WI
323
WBI Investments
New Jersey
$219K -$22.3K -192 -9%
KIA
324
KCM Investment Advisors
California
$216K +$217K +1,866 New
PMG
325
ProVise Management Group
Florida
$213K +$213K +1,836 New
11 12
13
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